Clinical Program Health Check

Treatment Planning & Resource Matching Health Check

A ten-area snapshot of whether plans are individualized, resources match the presenting concern and documentation is manageable. Where it's already solid, and where the gap between "this matters" and "this works" is widest.

10program areas

~10minutes

0signups, logins, or waiting

Rate what's true

Three statements per program area, 1 to 5. Answer for your program as it runs today, not as it's supposed to run.

Rate what matters

One click per program area: how much would fixing it actually move the needle? This is what separates a real gap from noise.

See the map

Your program areas plot on a Performance-versus-Priority grid as you go. The picture builds while you answer.

Get your three

The three program areas where the stakes are real and the current approach isn't holding up. On screen the moment you finish, and yours to keep.

This isn’t a chart audit, a compliance review, or a review of any clinician. It asks about your program’s practices, never about individual clients, so please do not include client names or any client information. It’s a fast way to see where treatment planning is already strong and where the gap between “this matters a lot” and “this isn’t working well yet” is widest. Those gaps are where a closer look pays off.

Your information

Used to label your results. The assessment is free, and the report is released at the end in exchange for an email.

Name

Title / Role

Program / Organization

Internal: for you, not the respondent

Console

Set up your branding once, send personalized invites, then read the team's answers side by side.

Invite the room, not just one person

One link per person, with their name already filled in. Send it to the program director, the clinical director, a supervisor and a frontline clinician. Three or four independent answers is what turns this from a report into a conversation.

Name

Title / Role

Program / Organization

Send three or four. Program director, clinical director, a supervisor, a frontline clinician. Separately, and without comparing notes.

Collect the results links. Each person's finished Health Check comes back as one link. Paste them into the Alignment map.

Walk them through the disagreements. Not the scores. The spread. That conversation is the meeting, and it's the one nobody else is offering them.

Make it yours

Nothing here touches the assessment, only whose name is on it and where the results go. Set it once, download your configured copy, and put that file on your domain.

Organization name

Your name

Your email, where results are sent

Series name

Assessment name

Booking link (optional)

Accent color

Logo (optional, PNG or SVG)

Ask for an email before showing the report

Form endpoint (optional)

Cover image

Using the cover image supplied with the assessment.

Ask for a forced top three at the end
One extra screen: “if you could only fund three of these this year, which three?” Without it, escalation relies on the per-program area priority ratings alone, and most leaders rate nearly everything 4 or 5, so that gate stops filtering. Recommended on. Respondents never see this choice.

Leave the form endpoint blank and the page never contacts the network. Results come back to you by email instead, when the respondent chooses to send them. Set one and the respondent's answers are posted to that service when they press Send, so pick one you're willing to route client data through.

Getting back here. This Console is hidden from anyone taking the Health Check. The button only appears once you ask for it. Bookmark your page's address with #console on the end, and that's your way in. Your email is stored in the page so results can reach you; it isn't printed anywhere a respondent sees.

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Treatment Planning & Resource Matching Health Check

Rate what's true

Rate what matters

See the map

Get your three

Your information

If you could only fund three of these this year, which three?

Your ten program areas are ranked.

Console

Invite the room, not just one person

Alignment map

Make it yours

This page didn’t finish loading

Treatment Planning & Resource Matching Health Check

How it works

Rate what's true

Rate what matters

See the map

Get your three

Your information

If you could only fund three of these this year, which three?

Your ten program areas are ranked.

Console

Invite the room, not just one person

Alignment map

Make it yours